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CFP® Experience Opportunities w/ Jackie Koski, CFP®, MSPFP, AFC®
Manage episode 375804796 series 3507038
During this episode, we get to learn more about the Certified Financial Planner (CFP®) designation experience requirement, and specifically how even self-employed and pro-bono candidates can satisfy their experience without needing to join another firm or even working directly with planning clients. This episode’s guest is the always-generous Jackie Koski, who shares her creative CFP® experience journey.
Email the CFP Board: [email protected]
CFP Board YouTube Channel: YouTube.com
FPA Residency: FinancialPlanningAssociation.org
Externship + Amplified Planning CORE Program: AmplifiedPlanning.com
26 episodes
Manage episode 375804796 series 3507038
During this episode, we get to learn more about the Certified Financial Planner (CFP®) designation experience requirement, and specifically how even self-employed and pro-bono candidates can satisfy their experience without needing to join another firm or even working directly with planning clients. This episode’s guest is the always-generous Jackie Koski, who shares her creative CFP® experience journey.
Email the CFP Board: [email protected]
CFP Board YouTube Channel: YouTube.com
FPA Residency: FinancialPlanningAssociation.org
Externship + Amplified Planning CORE Program: AmplifiedPlanning.com
26 episodes
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